UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,520
New
Increased
Reduced
Closed

Top Buys

1
+$1.54B
2
+$922M
3
+$638M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$543M
5
AAPL icon
Apple
AAPL
+$408M

Top Sells

1
+$381M
2
+$353M
3
+$316M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$312M
5
CELG
Celgene Corp
CELG
+$243M

Sector Composition

1 Technology 11.83%
2 Financials 9%
3 Healthcare 7.88%
4 Consumer Discretionary 7.12%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4826
$65K ﹤0.01%
1,498
+927
4827
$65K ﹤0.01%
5,191
+2,824
4828
$65K ﹤0.01%
5,852
-1,692
4829
$65K ﹤0.01%
5,132
+4,900
4830
$65K ﹤0.01%
3,213
+2,213
4831
$65K ﹤0.01%
1,711
-891
4832
$65K ﹤0.01%
1,947
+1,716
4833
$65K ﹤0.01%
4,907
-1,748
4834
$65K ﹤0.01%
16,813
-1,853
4835
$65K ﹤0.01%
17,260
-2,840
4836
$65K ﹤0.01%
2,322
+641
4837
$65K ﹤0.01%
+2,499
4838
$64K ﹤0.01%
4,500
-330
4839
$64K ﹤0.01%
1,960
+635
4840
$64K ﹤0.01%
2,579
+1,759
4841
$64K ﹤0.01%
+3,002
4842
$64K ﹤0.01%
1,751
+1,238
4843
$64K ﹤0.01%
+1,264
4844
$64K ﹤0.01%
2,660
-105
4845
$64K ﹤0.01%
1,240
4846
$64K ﹤0.01%
2,477
+1,586
4847
$64K ﹤0.01%
3,779
+3,006
4848
$64K ﹤0.01%
2,927
-1,385
4849
$64K ﹤0.01%
11,074
+4,442
4850
$64K ﹤0.01%
16,000
-2,052
192 193
194
195 196